Powell rate cut

Market Reaction Creates Bullish Setup for Nike

We thrive on navigating market volatility driven by uncertain catalysts like Fed meetings, earnings reports, and geopolitical events. Yesterday, the market overreacted to Powell’s 25bps rate cut and the “dots of doom,” signaling fewer rate cuts in 2025 than expected. Despite the sell-off, we remain bullish, seeing a strong economy ahead. We’re recommending high-risk trades like VIX puts and NKE calls as volatility subsides.